Data as of Aug 25, 2026 · Based on 274 AI responses from ChatGPT Search and Google AI Mode · See how Parse measures this
For financial planning focused on tech equity, 
Brands AI recommends here
Named in 65% of answers
Named in 62% of answers
Named in 51% of answers
Best for those nearing a company exit. They specifically focus on pre-IPO equity management and liquidity solutions, helping employees understand exercise strategies, which is critical for startup founders or early staff.
Named in 46% of answers
Best for fee-only, goal-oriented planning. They specialize in managing major equity grants like RSUs and ISOs via a flat fee, which may be more cost-effective than traditional asset-based models for many tech employees.
Source | Citation share |
|---|---|
Financial Planning for Tech Professionals | Mission Wealthhttps://missionwealth.com/tech-professionals/ | 7.8% |
 Financial Advisors for Tech Professionalshttps://www.merceradvisors.com/solutions/professions/tech-professionals/ | 7.3% |
Tech Professionals | Fee-Only Flat-Fee Financial Planner for Tech, Healthcare, Business Owners, and Retireeshttps://www.fortitudefp.com/tech-professionals | 6.7% |
The leading financial advisor for tech people — Secfihttps://secfi.com/ | 5.5% |
 Financial Advisors for Equity-Compensated Employeeshttps://wealthtender.com/insights/financial-planning/financial-advisors-equity-compensated-employees/ | 3.9% |
Financial Planning for Broadcom Employees | RSU & Tax Strategy Expertshttps://www.merceradvisors.com/solutions/professions/tech-professionals/broadcom/ | 1.9% |
Financial Advisors for Tech Professionalshttps://www.merceradvisors.com/solutions/professions/tech-professionals/ | 1.8% |
 Equity Compensation - Financial Advisors | Team Hewinshttps://teamhewins.com/equity-events/ | 1.6% |
Financial Advisors for Technology Professionals | Find Trusted Specialists + Read Reviews - Wealthtenderhttps://wealthtender.com/occupation/financial-planning-for-technology-professionals/ | 1.4% |
 Equity Based Compensation Planning | KB Financial Advisorshttps://kbfinancialadvisors.com/equity-based-compensation/ | 1.3% |
- **Stock Plan Advisory Group LLC** - 429 N St Asaph St, Alexandria, VA 22314, United States - **Simplicity Wealth Management** - 2400 Old Brick Rd Ste C35, Glen Allen, VA 23060, United States - **Mission Critical Financial Planning International - Financial Advisor** - 249 Central Park Ave Ste 300-216, Virginia…
Yes. Since you’re in the Virginia Beach area, I’d look for a fee-only fiduciary CFP® whose core specialty—not just a checkbox—is RSUs, stock options, ESPPs, concentrated company stock, and the tax implications of exercising/selling equity.
Mission Critical Financial Planning International - Financial Advisor is actually in Virginia Beach and its practice description specifically mentions tech-industry compensation and equity-compensation pitfalls. I'd ask them directly how much of their practice is devoted to RSUs/options before choosing them over a dedicated tech-equity specialist.
If you have a meaningful amount of employer equity, I'd favor Level Up, TwoTen, New Wave, or Stock Plan Advisory Group over a general wealth manager. The important questions are:
If you tell me (a) your approximate annual income, (b) whether you have RSUs, ISOs, NSOs or ESPP, (c) whether the company is public or private, and (d) roughly how much you have in employer stock, I can narrow this to the best 2–3 planners for your specific situation and compare their fees, specialties, and locations.
You can find specialized financial planners through platforms like Garrett Planning Network for hourly, fee-only advice or search for credentialed **Certified Financial Planner (CFP)** professionals who explicitly list **equity compensation, RSUs, and stock options** as core…
You can find specialized financial planners through platforms like Garrett Planning Network for hourly, fee-only advice or search for credentialed Certified Financial Planner (CFP) professionals who explicitly list equity compensation, RSUs, and stock options as core specialties.
Top Financial Planning Firms for Tech Equity
What to Look For in a Tech-Focused Planner
If you want, let me know:
I can narrow down the best advisor match for your situation.
Navigating equity compensation—whether it’s RSUs, ISOs, NSOs, or ESPPs—requires a specialized planner who understands multi-year tax planning, AMT (Alternative Minimum Tax), and concentrated stock strategies.[](https://creativeplanning.com/private-wealth-management/tech-professionals/)…
Navigating equity compensation—whether it’s RSUs, ISOs, NSOs, or ESPPs—requires a specialized planner who understands multi-year tax planning, AMT (Alternative Minimum Tax), and concentrated stock strategies.
To find the right fit, focus on fee-only, fiduciary advisors who explicitly list tech equity as a core specialty rather than a generalized sideline.
Where to Search for Specialized Tech Planners
Key Questions to Ask During Initial Consultations
If you can share:
I can help narrow down what kind of pricing model or specific advisory background makes the most sense for your situation.
Absolutely. For tech employees, I’d prioritize a **fee-only fiduciary CFP® who makes equity compensation a core specialty**, rather than a general financial advisor. The key expertise should include RSUs, ISOs/NSOs, ESPPs, AMT, concentrated-stock diversification, tax planning, and—if applicable—pre-IPO equity. Here…
Absolutely. For tech employees, I’d prioritize a fee-only fiduciary CFP® who makes equity compensation a core specialty, rather than a general financial advisor. The key expertise should include RSUs, ISOs/NSOs, ESPPs, AMT, concentrated-stock diversification, tax planning, and—if applicable—pre-IPO equity.
Here are several promising options I found:
My first two calls would probably be Level Up and TwoTen if your main issue is employee equity. New Wave is especially compelling if you want tax expertise integrated into the planning relationship.
If you tell me your city/state, approximate annual income, whether your equity is RSUs vs. options, and whether your employer is public or private, I can narrow this to 3–5 advisors that are a particularly good fit and compare their fee structures and specialties.
Yes. I searched specifically for advisors who understand **RSUs, ISOs/NSOs, ESPPs, concentrated company stock, and the tax issues around vesting/exercising**. ### Best Memphis-area options 1. **LoneTree Wealth Management** — Memphis
Yes. I searched specifically for advisors who understand RSUs, ISOs/NSOs, ESPPs, concentrated company stock, and the tax issues around vesting/exercising.
LoneTree Wealth Management — Memphis
This looks like one of the strongest local fits. Their practice specifically includes equity & compensation planning for RSUs, stock options, deferred compensation, bonuses, and concentrated stock.
The GrandView Group - UBS Financial Services Inc. — East Memphis
Particularly oriented toward executives and senior professionals, with stock-option exercise strategies, concentrated-stock management, and equity-compensation planning.
The Bridgmon Hinson Ross Group - Morgan Stanley — East Memphis
Their services include executive financial planning and equity compensation, including RSUs, option expirations, vesting events, and tax considerations.
Moore Edwards Advisory Group of Raymond James — Memphis
Another good executive-focused option; they specifically mention restricted stock, deferred compensation, concentrated stock, and 10b5-1 planning.
Mercer Advisors - Memphis
Their Memphis practice works with professionals with complex compensation and specifically addresses equity compensation and concentrated stock for executives.
There are some firms that are even more narrowly specialized in tech equity compensation:
My shortlist: If you want someone local, I'd start with LoneTree and GrandView. If you're comfortable doing everything remotely, I'd put 30-40 Wealth Partners and Tech Wealth near the top because equity compensation is much more central to their stated specialization.
When interviewing them, I'd ask: “How many of your clients receive RSUs or stock options, and can you walk me through how you'd decide whether I should sell, hold, or exercise my equity?” A good specialist should be able to discuss vesting schedules, tax withholding, AMT, diversification, and your overall financial plan, rather than simply telling you to sell the stock.
If you tell me what kind of equity you have (RSUs, ISOs, NSOs, ESPP, private-company options), roughly how much, and whether you want a fee-only advisor, I can narrow this to the 3 best matches and compare their fees, fiduciary status, and specialization.
Finding a financial planner who truly understands the alphabet soup of tech compensation—RSUs, ISOs, NSOs, ESPPs, and 83(b) elections—is essential . Traditional advisors who only look at standard portfolios often miss the nuances of multi-year tax planning, alternative minimum tax (AMT) traps, and managing…
Finding a financial planner who truly understands the alphabet soup of tech compensation—RSUs, ISOs, NSOs, ESPPs, and 83(b) elections—is essential . Traditional advisors who only look at standard portfolios often miss the nuances of multi-year tax planning, alternative minimum tax (AMT) traps, and managing concentrated company stock.
When searching for a specialist, look for a Fee-Only, Fiduciary Registered Investment Advisor (RIA) so you know they are legally obligated to put your interests first and don’t make money off selling you commissions.
Where to Look for Tech-Specialized Planners
To help narrow down the right fit, could you share:
Since you’re in Ontario, I’d prioritize a **Canadian fee-only/advice-only planner who specifically understands RSUs, ESPPs, and stock options**, rather than a general investment advisor. Canadian tech compensation has some very different tax rules, and specialist planning can matter a lot.…
Since you’re in Ontario, I’d prioritize a Canadian fee-only/advice-only planner who specifically understands RSUs, ESPPs, and stock options, rather than a general investment advisor. Canadian tech compensation has some very different tax rules, and specialist planning can matter a lot.
Novel Wealth — Toronto. Particularly relevant: they explicitly specialize in Canadian tech professionals, including RSUs, stock plans, bonuses and tax planning. They offer virtual service, so the Toronto location shouldn't be a barrier.
Panorama Financial Planning — Advice-only, fee-only, serves clients across Canada including Ontario, and specifically lists RSU/stock-option planning for tech and high-income professionals.
Objective Financial Partners Inc. — Markham/GTA, advice-only and fee-for-service, with a strong tax-planning orientation. This is worth considering if you want someone to build the plan without necessarily taking over your investments.
Merrick Financial | Advice Only Financial Planners — Toronto, advice-only/fee-only and serves clients remotely across Canada. Good candidate if you want planning advice while retaining control of your investment accounts.
Forest Financial Planning Inc. — Ottawa, fee-only/advice-only and serves clients virtually across Canada. They specifically offer planning around stock options and employee benefits.
I'd probably contact Novel Wealth, Panorama, and Objective Financial Partners and ask each:
That last question is important: an advisor who charges a percentage of assets may have a very different incentive structure from an advice-only planner.
If you tell me (a) whether your equity is RSUs, options, ESPP, or a combination, (b) roughly how much your annual compensation is, and (c) whether the company is Canadian or U.S.-based, I can narrow this to the 2–3 best fits for your situation and compare their fees/services.
Finding a financial planner who truly understands equity compensation—like RSUs, ISOs, NSOs, PSUs, and ESPPs—is essential for tech employees . Standard advisors often miscalculate the tax nuances or miss critical windows for exercising options and managing Alternative Minimum Tax (AMT) or concentrated stock…
Finding a financial planner who truly understands equity compensation—like RSUs, ISOs, NSOs, PSUs, and ESPPs—is essential for tech employees . Standard advisors often miscalculate the tax nuances or miss critical windows for exercising options and managing Alternative Minimum Tax (AMT) or concentrated stock risk.
When looking for a specialist, look for fee-only, fiduciary advisors (who don’t make money selling commission-based products) and check if they hold designations like CFP® (Certified Financial Planner) or specialized training in equity plans like CEP® (Certified Equity Professional) or ECA (Equity Compensation Associate).
Firms known for specializing in tech equity compensation include:
To help me narrow down or suggest the best fit, could you share a bit more?
Absolutely. Since you’re in the Inland Empire, I’d look for someone who understands **RSUs, ISOs/NSOs, ESPPs, concentrated employer stock, AMT, and California taxes**—not just a general investment advisor. ### Strong options to interview - Hilpan Moxie Wealth Management — **Irvine**. Specifically markets itself around…
Absolutely. Since you’re in the Inland Empire, I’d look for someone who understands RSUs, ISOs/NSOs, ESPPs, concentrated employer stock, AMT, and California taxes—not just a general investment advisor.
Hilpan Moxie Wealth Management — Irvine. Specifically markets itself around financial planning for technology employees, including RSUs and employer stock. This is probably one of the more geographically convenient specialists for Southern California.
Augustus Wealth — Long Beach. Specializes in equity compensation for technology/space professionals, including ISOs, NSOs, RSUs, ESPPs, IPOs, tender offers and liquidity events.
New Wave Financial Services — Hermosa Beach / virtual. Fee-only, fiduciary firm led by a CPA/CFP, with specific experience in RSUs, ISOs/NSOs, ESPPs, concentrated stock and tax planning for tech employees.
Hardy Capital Investments Powered By Savvy Advisors — Los Angeles. Focuses on senior tech employees with equity compensation and complex/variable income, including founders approaching liquidity events.
Eclipse Financial Advisors — Costa Mesa. Explicitly lists equity-compensation planning for software/tech professionals, including RSUs, ISOs, NSOs and ESPPs.
If you're comfortable working remotely, I'd also seriously consider specialists outside Southern California. For example, KB Financial Advisors specifically works with FAANG employees and tech founders and has deep experience with RSUs, ISOs, NSOs, ESPPs, AMT and pre-IPO planning.
I'd interview 2–3 advisors before choosing one, and ask:
I'd be especially wary of someone who primarily wants to manage your investment portfolio but treats the equity-compensation piece as an add-on.
If you tell me (a) your approximate equity type—RSUs, options, ESPP, or startup shares, (b) roughly how much it's worth, and (c) whether you want someone local or are fine with virtual, I can narrow this to the 3 best-fit planners and compare their fees, specialization, and location.
Finding a financial planner who truly understands equity compensation—like RSUs, ISOs, NSOs, ESPPs, and pre-IPO liquidity events—is crucial . Generalist advisors often miss nuances like Alternative Minimum Tax (AMT) triggers on ISO exercises, QSBS tax exemptions, or how to systematically de-risk a concentrated stock…
Finding a financial planner who truly understands equity compensation—like RSUs, ISOs, NSOs, ESPPs, and pre-IPO liquidity events—is crucial . Generalist advisors often miss nuances like Alternative Minimum Tax (AMT) triggers on ISO exercises, QSBS tax exemptions, or how to systematically de-risk a concentrated stock position.
When looking for the right specialist, keep these criteria in mind:
Examples of boutique and national advisory firms that specifically build their practices around tech employee equity planning include:
To help me narrow down or tailor specific recommendations, tell me:
